Robert Palmer

My focus is on building long-term, trusted relationships with clients. I have found that whilst they share similar concerns, clients all need individual solutions tailored to achieving their goals. I am committed to providing the very best service in an open, friendly, and knowledgeable manner. I specialise in helping business owners and entrepreneurs join up their business and personal financial planning and creating financial security for themselves and their families. I take a goal-based approach to financial planning creating a cash flow model to help my clients plan for the future. Aside from financial planning I am a keen cyclist and also enjoy classic and vintage motorsport when my family allows me to escape! I also sit our the committee of the St. James's Place Charitable Foundation and regularly take part in fundraising challenges. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx